Sights firmly set on capital growth

The AIMS Target Return fund is a global multi-strategy fund that is free from benchmark constraints. It aims to deliver an average annual return of 5 per cent above the European Central Bank base rate over any three-year period (before charges).

Minimising volatility

The fund has a second objective, to deliver these returns with less than half the volatility you would typically expect of global equities over the same timeframe – regardless of market conditions. Using a diverse range of long-term investment strategies, the portfolio can also be quickly adjusted to ensure it remains appropriately positioned as the outlook for markets and economies shifts.

Collaboration is at the heart of our highly successful and well-resourced multi-asset team.

Risks

Past performance is not a guide to future performance.

The value of an investment and any income from it can go down as well as up and can fluctuate in response to changes in currency and exchange rates. Investors may not get back the original amount invested.

The Fund uses derivatives; these can be complex and highly volatile. This means in unusual market conditions the Fund may suffer significant losses.

Investors’ attention is drawn to the specific risk factors set out in the fund’s share class key investor information document (“KIID”) and Prospectus. Investors should read these in full before investing.